PRISM ADVISORY GROUP, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN
Measure | Date | Value |
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2023: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 4 |
Number of participants with account balances | 2023-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $268,681 |
Expenses. Total of all expenses incurred | 2023-12-31 | $351,000 |
Benefits paid (including direct rollovers) | 2023-12-31 | $350,000 |
Total plan assets at end of year | 2023-12-31 | $1,306,281 |
Total plan assets at beginning of year | 2023-12-31 | $1,388,600 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2023-12-31 | $80,053 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $158,928 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-82,319 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,306,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,388,600 |
Assets. Value of participant loans | 2023-12-31 | $1,312 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $134,549 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $29,700 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,000 |
2022 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-52,526 |
Expenses. Total of all expenses incurred | 2022-12-31 | $461,385 |
Benefits paid (including direct rollovers) | 2022-12-31 | $459,965 |
Total plan assets at end of year | 2022-12-31 | $1,388,600 |
Total plan assets at beginning of year | 2022-12-31 | $1,902,511 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $78,558 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-225,441 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-513,911 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,388,600 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,902,511 |
Assets. Value of participant loans | 2022-12-31 | $6,167 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $144,276 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $94,357 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,420 |
2021 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $388,847 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,498,360 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,498,291 |
Total plan assets at end of year | 2021-12-31 | $1,902,511 |
Total plan assets at beginning of year | 2021-12-31 | $3,012,024 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $66,088 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $219,288 |
Net income (gross income less expenses) | 2021-12-31 | $-1,109,513 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,902,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,012,024 |
Assets. Value of participant loans | 2021-12-31 | $17,298 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $268,419 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $103,471 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $69 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $503,426 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,784 |
Total plan assets at end of year | 2020-12-31 | $3,012,024 |
Total plan assets at beginning of year | 2020-12-31 | $2,513,382 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2020-12-31 | $65,793 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $30,107 |
Other income received | 2020-12-31 | $303,395 |
Net income (gross income less expenses) | 2020-12-31 | $498,642 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,012,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,513,382 |
Assets. Value of participant loans | 2020-12-31 | $42,281 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,559,227 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $104,131 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,784 |
2019 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $297,753 |
Expenses. Total of all expenses incurred | 2019-12-31 | $33,223 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,000 |
Total plan assets at end of year | 2019-12-31 | $2,513,382 |
Total plan assets at beginning of year | 2019-12-31 | $2,248,852 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2019-12-31 | $43,948 |
Other income received | 2019-12-31 | $160,318 |
Net income (gross income less expenses) | 2019-12-31 | $264,530 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,513,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,248,852 |
Assets. Value of participant loans | 2019-12-31 | $62,357 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,688,860 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $93,487 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,223 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-33,661 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,438 |
Total plan assets at end of year | 2018-12-31 | $2,248,852 |
Total plan assets at beginning of year | 2018-12-31 | $2,289,951 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2018-12-31 | $62,239 |
Other income received | 2018-12-31 | $-199,558 |
Net income (gross income less expenses) | 2018-12-31 | $-41,099 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,248,852 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,289,951 |
Assets. Value of participant loans | 2018-12-31 | $28,454 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,529,429 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $103,658 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,438 |
2017 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $235,592 |
Expenses. Total of all expenses incurred | 2017-12-31 | $8,312 |
Total plan assets at end of year | 2017-12-31 | $2,289,951 |
Total plan assets at beginning of year | 2017-12-31 | $2,062,671 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2017-12-31 | $59,697 |
Other income received | 2017-12-31 | $75,815 |
Net income (gross income less expenses) | 2017-12-31 | $227,280 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,289,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,062,671 |
Assets. Value of participant loans | 2017-12-31 | $38,278 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,837,296 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $100,080 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,312 |
2016 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $281,151 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,429 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,305 |
Total plan assets at end of year | 2016-12-31 | $2,062,671 |
Total plan assets at beginning of year | 2016-12-31 | $1,792,949 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2016-12-31 | $64,921 |
Other income received | 2016-12-31 | $115,503 |
Net income (gross income less expenses) | 2016-12-31 | $269,722 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,062,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,792,949 |
Assets. Value of participant loans | 2016-12-31 | $47,671 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,694,224 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $100,727 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,124 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $121,208 |
Expenses. Total of all expenses incurred | 2015-12-31 | $6,768 |
Total plan assets at end of year | 2015-12-31 | $1,792,949 |
Total plan assets at beginning of year | 2015-12-31 | $1,678,509 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,750,000 |
Total contributions received or receivable from participants | 2015-12-31 | $61,641 |
Other income received | 2015-12-31 | $-40,736 |
Net income (gross income less expenses) | 2015-12-31 | $114,440 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,792,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,678,509 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,518,893 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $100,303 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,768 |
2014 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $191,900 |
Expenses. Total of all expenses incurred | 2014-12-31 | $22,512 |
Benefits paid (including direct rollovers) | 2014-12-31 | $16,000 |
Total plan assets at end of year | 2014-12-31 | $1,678,509 |
Total plan assets at beginning of year | 2014-12-31 | $1,509,121 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $59,390 |
Other income received | 2014-12-31 | $32,690 |
Net income (gross income less expenses) | 2014-12-31 | $169,388 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,678,509 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,509,121 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,452,520 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $99,820 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,512 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $306,765 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,324 |
Total plan assets at end of year | 2013-12-31 | $1,509,121 |
Total plan assets at beginning of year | 2013-12-31 | $1,207,680 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,045 |
Other income received | 2013-12-31 | $149,800 |
Net income (gross income less expenses) | 2013-12-31 | $301,441 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,509,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,207,680 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,267,516 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $97,920 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,324 |
2012 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $426,207 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,640 |
Total plan assets at end of year | 2012-12-31 | $1,207,680 |
Total plan assets at beginning of year | 2012-12-31 | $786,113 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $57,992 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $225,962 |
Other income received | 2012-12-31 | $46,846 |
Net income (gross income less expenses) | 2012-12-31 | $421,567 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,207,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $786,113 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $991,278 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $95,407 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,640 |
2011 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $153,514 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,522 |
Benefits paid (including direct rollovers) | 2011-12-31 | $6,522 |
Total plan assets at end of year | 2011-12-31 | $786,113 |
Total plan assets at beginning of year | 2011-12-31 | $639,121 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $58,341 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $959 |
Other income received | 2011-12-31 | $1,345 |
Net income (gross income less expenses) | 2011-12-31 | $146,992 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $786,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $639,121 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $595,206 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $92,869 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $176,264 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $639,121 |
Total plan assets at beginning of year | 2010-12-31 | $462,857 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $48,678 |
Other income received | 2010-12-31 | $35,005 |
Net income (gross income less expenses) | 2010-12-31 | $176,264 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $639,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $462,857 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $515,143 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $92,581 |
2023: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |